HeaderSIS.jpg

IS480 Team wiki: 2016T1 PolyVision Change Management

From IS480
Jump to navigation Jump to search
INSIGHT


Home About Us Project Overview Project Management Project Documentation


Change Management


Iteration On Module Sub Module TO-BE Description of Changes Initiated By (DBS/Students) Category of Impact Priority Level Status Assigned To Completion Completed On Remarks
15/07/16 Deal Management Allow information regarding a Deal to be captured separately from information about the Customer DBS Cat 1: New Feature High Accept Song Wei 100% 02/09/2016
15/07/16 Deal Management Allow information regarding a Deal to be captured separately from information about the Customer DBS Cat 1: New Feature High Accept Song Wei 100% 02/09/2016
15/07/16 VC Management Allow information regarding any VC to be recorded on INSIGHT DBS Cat 1: New Feature High Accept Fusen 100% 19/08/2016
15/07/16 Custom Notification Allow notification to be created on demand DBS Cat 2: Enhance Feature High Accept Wee Tiong 100% 01/08/2016
15/07/16 Newsfeed Gather news from different sources about Companies and VCs in the INSIGHT database to always keep DBS VGP up to date DBS Cat 1: New Feature High Accept Jonathan
15/07/16 External API Integration Integration with LinkedIn and Crunchbase API to provide greater deatail about the Customer or VC DBS Cat 1: New Feature Low Reject As the requirements for this function completely differs from our existing functionalities, this function will be added to the current scope under Good to Have and further discussed upon completion of core functionalities
01/08/16 Administrator User account creation Administrator has to manual create a secure password for each User Automatically generate a secure password for newly created users DBS Cat 3: Automation Low Accept Wee Tiong 100% 22/08/2016
01/08/16 Administrator User account creation Default roles is a mandatory field but set as empty by default. Set User as the default role for newly created users unless specified DBS Cat 3: Automation Low Accept Joleen 100% 22/08/2016
01/08/16 Company Management Create company info Add Regional selection dropdown field for Company Creation/Edit DBS Cat 2: Enhance Feature Low Accept Jonathan 100% 15/08/2016
01/08/16 Company Management Create company info Description only displays up to 500 characters Make Free-Text field of Description input scrollable DBS Cat 2: Enhance Feature Low Accept Joleen 100% 19/08/2016
01/08/16 Company Management Upload docs New files uploaded will overwrite existing files to prevent accidental deletion Files uploaded internally do not overwrite existing database files (DBS Misc) DBS Cat 1: New Feature Medium Accept Wee Tiong 100% 24/08/2016
01/08/16 Company Management Upload docs New files uploaded will overwrite existing files to prevent accidental deletion Delete file function DBS Cat 1: New Feature Medium Accept Wee Tiong 100% 31/08/2016
01/08/16 Company Management View uploaded docs ALL files from a single deal would be displayed Allow the display of ALL files from each and every deal relevant to the Company DBS Cat 1: New Feature High Accept Joleen Clarify for the purpose
01/08/16 Company Management Req for files via email Standardized file request email template will be sent Allow customizable email message before sending out unique file upload link invitation DBS Cat 1: New Feature High Accept Wee Tiong 100% 24/08/2016
01/08/16 Deal Management Track information for a single deals for each Company Track information of multiple deals under individual companies DBS Cat 1: New Feature High Accept Song Wei 100% 19/08/2016
01/08/16 Deal Management Currently under Company Management Include Reject as an option for deal status DBS Cat 2: Enhance Feature High Accept Joleen 100% 19/08/2016
01/08/16 Deal Management Free-Text input field for Request Purpose currently under Company Management Revise Request Purpose from Free-Text input field to Dropdown to standardize on input DBS Cat 2: Enhance Feature Medium Accept Song Wei 100% 17/08/2016
01/08/16 Deal Management Currently under Company Management Include a General Remarks Free-Text Box in each deal DBS Cat 2: Enhance Feature Low Accept Song Wei 100% 20/08/2016
01/08/16 Deal Management Currently under Company Management Add Currency selection dropdown field for Requesting Amount DBS Cat 2: Enhance Feature Low Accept Jonathan 100% 15/08/2016
01/08/16 Deal Management Ability to add alternative partners for each deal DBS Cat 1: New Feature High Accept Song Wei 100% 20/08/2016
01/08/16 Deal Management Revise existing Meeting Notes to Deal Notes tied to each individual deal (with field ie Purpose of Meeting - )follow up/general, Venue - phone call/client premise/DBS office, Attendees incl name, company and person DBS Cat 1: New Feature High Accept Song Wei 100% 24/08/2016
01/08/16 Dashboard Filter Certain statistics on the Dashboard reflects information on a monthly/quarterly/annually basis Allow Dashboard to display monthly, quarterly and annually statistics DBS Cat 2: Enhance Feature High Accept Song Wei
01/08/16 Dashboard Filter Allow Dashboard to display statistics based on periods specified DBS Cat 2: Enhance Feature High Accept Song Wei
01/08/16 Dashboard Enhance interactiveness of Dashboard to breakdown information further upon clicking through DBS Cat 2: Enhance Feature High Accept Joleen
01/08/16 Workflow History Workflow management to track the work progress of individual staff DBS Cat 1: New Feature Low Reject As the requirements for this function completely differs from our existing functionalities, this function will be added to the current scope under Good to Have and further discussed upon completion of core functionalities
26/08/16 Deal Management Request for files via email Standardized file request email template with a customisable email body will be sent Allow for the entire file request email template to be customisable DBS Cat 2: Enhance Feature Medium Accept Wee Tiong 100% 08/09/2016
26/08/16 Deal Management Approval of a deal Automatically send a reminder email to the Relationship Manager 2.5 months from the date specified upon a deal approval DBS Cat 2: Enhance Feature High Accept Wee Tiong
26/08/16 VC Management Update VC information Allow meeting information with a VC to be recorded on INSIGHT DBS Cat 2: Enhance Feature High Accept Fusen 100% 23/09/2016
26/08/16 ALL To include an additional Others option into all fields in the event of an expected input DBS Cat 2: Enhance Feature Low Accept Jonathan 100% 12/09/2016
13/09/16 User Account Create Password Reset button to submit password creation Reset text on Account Creation button is misleading. Should revise DBS Cat 2: Enhance Feature Low Accept Joleen
13/09/16 Company Management Create company info Very broad regional selections available under the Regional selection dropdown field Include more SEA regions under the Regional selection dropdown field for Company Creation/Edit since most of VGP investment is done within SEA DBS Cat 2: Enhance Feature Low Accept Jonathan 100% 18/09/2016
13/09/16 Company Management View deal info Minimal color change upon hovering over a deal Greater color contrast upon hover for a clear indication that more information of deal will available after clicking onto deal DBS Cat 2: Enhance Feature Low Accept Joleen
13/09/16 Deal Management Create deal info Contact person and their information has to be manually added. Within company info, list all contact person. When creating deal info, contact person can be selected from the list of contact persons from company info. If it is a new contact person, after deal info creation, the new contact person is added into the company info DBS Cat 2: Enhance Feature Low Reject
13/09/16 Deal Management Create deal note Deal note information is input into a basic input text field Revise basic input text field to rich text field DBS Cat 2: Enhance Feature Low Reject
16/09/16 Company Management & Deal Management" ALL Company info only accepts special texts Company info to accept Asian character (Chinese/Japanese/Korean) input since most deals are done within SEA Students Cat 2: Enhance Feature High Accept Song Wei 100% 18/09/2016
16/09/16 Company Management & Deal Management" ALL + button functions to create new Company/Deal/Notes & - button functions to remove new Company/Deal/Notes" Revise the + and - buttons to achieve greater user experience Students Cat 2: Enhance Feature High Accept Joleen
16/09/16 Notification Email notification update Sends the user an email upon any change made from new file uploaded to new company/deal being assigned Send out an email containing a compilation of all the updates for the entire day Students Cat 2: Enhance Feature High Reject Personal settings for email notification will be disabled by default unless specified. However, personal settings for in-app notification will still be enabled by default.